Gregory Homesley
Gregory Homesley is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Lubbock, TX, with 22 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 361,213 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum allowable advisory fee is 2.25% annually across platforms. Actual fees are negotiable and set by your financial professional based on account size, complexity, and specific program selected.
Fee Estimator
Location
323 South Loop 289, Ste 450, Lubbock, TX, 79423
Get directionsHistory
Regulatory History (1)
Financial
August 2019Other Business Activities
Gregory is the President/CPA of Greg Homesley, CPA, PC since 2003, dedicating a significant amount of time to this role. He also works as an advisory representative of a RIA called CIRA, taking about half of his time.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
The Advisors Group
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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